Trust Point Inc’s Salesforce CRM Stock Holding History

Trust Point Inc’s Portfolio CRM Stock Details CRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.49M	Buy	6,490 +3,397	+110%	+$701K	0.11%	112
2026 Q2	$485K	Buy	3,093 +202	+7%	+$35.5K	0.04%	232
2026 Q1	$540K	Sell	2,891 -674	-19%	-$140K	0.05%	228
2025 Q4	$944K	Sell	3,565 -254	-7%	-$63.1K	0.07%	127
2025 Q3	$905K	Sell	3,819 -182	-5%	-$45.9K	0.07%	129
2025 Q2	$1.09M	Sell	4,001 -233	-6%	-$62.3K	0.1%	103
2025 Q1	$1.14M	Sell	4,234 -2,148	-34%	-$668K	0.1%	108
2024 Q4	$2.13M	Sell	6,382 -336	-5%	-$107K	0.15%	70
2024 Q3	$1.84M	Buy	6,718 +1,744	+35%	+$447K	0.14%	77
2024 Q2	$1.28M	Sell	4,974 -452	-8%	-$121K	0.1%	106
2024 Q1	$1.63M	Sell	5,426 -79	-1%	-$22.8K	0.13%	84
2023 Q4	$1.45M	Buy	+5,505	New	+$1.25M	0.12%	95

Other funds holding CRM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Banco Santander Madrid, Spain $18.9B AUM 35.04% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Trust Point Inc's CRM Position: Q3 2026 in Review

Trust Point Inc increased its Salesforce (CRM) stake by 110% in Q3 2026, buying an estimated $701K and bringing the position to 6,490 shares worth $1.49M. The position accounts for 0.11% of the portfolio, ranked #112.

Trust Point Inc first reported a position in CRM in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.13M in Q4 2024. 1,794 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

Trust Point Inc held 6,490 shares of Salesforce worth $1.49M as of Q3 2026.
Trust Point Inc bought 3,397 Salesforce shares in Q3 2026, an estimated $701K.
Salesforce made up 0.11% of Trust Point Inc's portfolio in Q3 2026, its #112 holding.
Trust Point Inc first reported a position in Salesforce in Q4 2023 and has held it in 12 quarters since.
Trust Point Inc's Salesforce position peaked at $2.13M in Q4 2024.
1,794 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on Trust Point Inc's 13F filing for Q3 2026, filed 27 Oct 2026.